Nonprofit · EIN 31-1708037
NEW ALBANY MONTESSORI SCHOOL
Tax-exempt · NEW ALBANY, OH 43054
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $525,019 | $517,034 | $7,985 | $827,120 | $275,304 | $551,816 |
| June 30, 2024 | 990 | $622,834 | $634,983 | -$12,149 | $818,684 | $274,853 | $543,831 |
| June 30, 2023 | 990 | $621,539 | $567,375 | $54,164 | $871,198 | $315,218 | $555,980 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $488,092
- Investment income
- $33,899
- Net income from fundraising events
- $200
- Other revenue
- $3,028
Expenses
- Grants and similar amounts paid
- $33,061
- Compensation of officers, directors and key employees
- $177,194
- Other salaries and wages
- $134,796
- Salaries, compensation and benefits (total)
- $354,290
- Professional fundraising fees
- $0
- Legal fees
- $6,760
- Accounting fees
- $6,200
- Occupancy
- $40,836
- Depreciation
- $25,329
- Program services (functional)
- $489,063
- Management and general (functional)
- $27,971
Balance sheet and other
- Total assets, start of year
- $818,684
- Total assets, end of year
- $827,120
- Total liabilities, end of year
- $275,304
- Net assets, end of year
- $551,816
- Land, buildings and equipment
- $657,620
- Net assets without donor restrictions
- $551,816
- Gross receipts
- $525,019
- Employees
- 8
- Volunteers
- 20
- Year formed
- 2000
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA BACH | ADMINISTRATOR Trustee or director | 40 | $89,944 |
| DIANE SPIEZIO | ADMINISTRATOR Trustee or director | 45 | $87,250 |
| SCOTT MURRAY | TREASURER Trustee or director, Officer | 0.5 | $0 |
| FRED RUTZ | TRUSTEE Trustee or director | 0.5 | $0 |
| JUDY CORNELL | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA BACH | ADMINISTRATOR Trustee or director | 40 | $75,055 |
| DIANE SPIEZIO | ADMINISTRATOR Trustee or director | 45 | $73,635 |
| SCOTT MURRAY | TREASURER Trustee or director, Officer | 0.5 | $0 |
| FRED RUTZ | TRUSTEE Trustee or director | 0.5 | $0 |
| JUDY CORNELL | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA BACH | VICE PRESIDENT Trustee or director, Officer | 45 | $89,944 |
| DIANE SPIEZIO | PRESIDENT Trustee or director, Officer | 45 | $87,250 |
| SCOTT MURRAY | TREASURER Trustee or director, Officer | 0.5 | $0 |
| FRED RUTZ | TRUSTEE Trustee or director | 0.5 | $0 |
| JUDY CORNELL | TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 6436 HARLEM RD, NEW ALBANY, OH 43054-9773
- In care of
- % DIANE SPEZIO
- Principal officer (990 for 2024)
- DIANE R SPIEZIO, 6436 HARLEM ROAD, NEW ALBANY, OH 43054
- Signed the 990
- DIANE R SPIEZIO, ADMINISTRATOR
- Phone
- (614) 855-5267
- Website
- NEWALBANYMONTESSORI.COM
- Return prepared by
- CLARK SCHAEFER HACKETT & CO
Mission
TO EDUCATE CHILDREN, APPLYING PHILOSOPHY & PRINCIPLES OF MONTESSORI METHODS, TO ENABLE THEM TO DEVELOP THEIR INTELLECTUAL, EMOTIONAL, SPIRITUAL, MORAL & SOCIAL ABILILTIES. OUR AIM IS TO SERVE THE COMMUNITY NOW AND FOR THE FUTURE THROUGH QUALITY EDUCATION.
Program accomplishments
- TO EDUCATE CHILDREN AGES 2 1/2 - 5, APPLYING THE PHILOSOPHY AND PRINCIPLES OF THE MONTESSORI METHOD. THERE ARE CURRENTLY 54 STUDENTS OF WHICH 5 RECEIVED SCHOLARSHIPS.Expenses $489,063 · grants $33,061 · revenue $488,092
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1708037
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21)
- Assets (IRS master file)
- $827,120
- Income (IRS master file)
- $525,019
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $525,019 | $517,034 | $827,120 | IRS |
| 990 | June 2024 | $622,834 | $634,983 | $818,684 | IRS |
| 990 | June 2023 | $621,539 | $567,375 | $871,198 | XML |
| 990 | June 2022 | $582,614 | $556,512 | $839,274 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1708037).
Questions about NEW ALBANY MONTESSORI SCHOOL
- What is the EIN of NEW ALBANY MONTESSORI SCHOOL?
- The employer identification number (EIN) of NEW ALBANY MONTESSORI SCHOOL is 31-1708037.
- Is NEW ALBANY MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to NEW ALBANY MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW ALBANY MONTESSORI SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NEW ALBANY MONTESSORI SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW ALBANY MONTESSORI SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NEW ALBANY MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names DIANE R SPIEZIO.
- Who are the officers and directors of NEW ALBANY MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 5 people; 2 received compensation from the organization, the highest $89,944 (BARBARA BACH, ADMINISTRATOR).
- How much revenue does NEW ALBANY MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $525,019, expenses of $517,034 and total assets of $827,120 at year end.
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